John J Patrina

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-06
NY	RA	APPROVED	2021-06-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley	New York	NY	04/2021	Present
Paul Mccoy Family Office Services	Boston	MA	07/2019	04/2021
The Kraft Group & Affiliates	Foxborough	MA	05/2018	08/2018
The Hartford Steam Boiler Inspection And Insurance Co.	Hartford	CT	05/2017	08/2017
Full Time Student - Hs & College	Multiple	MA	09/2010	05/2019
Morgan Stanley Private Bank, N.A	New York	NY	11/2022	Present

04/2021 → Present

Morgan Stanley

New York, NY
07/2019 → 04/2021

Paul Mccoy Family Office Services

Boston, MA
05/2018 → 08/2018

The Kraft Group & Affiliates

Foxborough, MA
05/2017 → 08/2017

The Hartford Steam Boiler Inspection And Insurance Co.

Hartford, CT
09/2010 → 05/2019

Full Time Student - Hs & College

Multiple, MA
11/2022 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-22

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